He has balanced his Microsoft and Alphabet with 50% defensive.
In fact, 50% is super defensive. Hamish has already stated this.
And the reason is to NOT blow up accounts - fiduciary duty.
You can't have it both ways @SP007.
I.E Whinge about underperformance and therefore "high fees". Or in your erroneous words "the offset defensives will be torched".
Which one is it tiger?
He has balanced his Microsoft and Alphabet with 50% defensive.In...
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